FIRM SETUP
Configure the questions potential clients will answer
Enable starter questions, set up flagging rules, and add custom questions to qualify leads.
Screening Questions
Build your client screening flow. These questions appear on your public form.
Starter Questions
Enable and tune your default screening logic.
Your nameRequired
textYour emailRequired
textYour phone number
textWhat type of tax return do you need?Required
dropdownWhat type of business entity?RequiredFlag for review
dropdownHow many states do you need to file in?RequiredFlag for review
dropdownDo you have unfiled tax returns from prior years?RequiredFlag for review
dropdownDo you have a copy of your most recent tax return available?RequiredFlag for review
dropdownI understand that fees start at the amount shown aboveRequiredFlag for review
checkboxWhy are you looking for a new tax professional?
textAnything else we should know?
long textCustom Questions
Add additional qualification questions for your ideal client profile.
No custom questions yet.